Action Links

Add Action Links to Content Pages

If you navigate to Settings > Forms you can create Action Links from any form you create. You are able to use these action links inside of the plan tab to allow your collaborators to create tasks. You can also add these Action Links to your Content Pages.

If you have at least one form with Enable Action checked as in the screenshot below, you are able to add these to your Content pages.

Information you will need to create an Action Link inside of a custom page:

1. Exact name of your form including spaces, punctuation, capitalization
2. Enable Action checked on that form
3. Code Used:

   {{ActionLink:My Form}}

   Please read below to understand how to use this properly.

Which custom pages you can use Action Links:

• Any content page created on any Project using the + Add Content Page button
  
  

  

  
  
  
• Any global page you can create in Settings > Content Pages
  
  

  

 

Setting up Action Links in either of these pages is done the same way.

1. Make sure you are in edit mode of the content page
2. Go to Code View by pressing the button
   
   

   

   
   
   
3. Paste in the code
   

   {{ActionLink:My Form}}

   Where "My Form" is the name of your form as discussed above will all spaces, capitalization, punctuation etc. It is recommended to copy/paste the name as it appears in the title of your form
   
   

   

   
   
   
4. Exit code view by pressing the Code View button again and Save Changes on your page.
   
   

   

   
   
   
5. You will now see that it is an Action Link and you can test it by pressing it. If done correctly, you should see a modal with your form appear.